第24届毕马威全球汽车高管调研（英）-35页_1mb

报告摘要

Reduced Confidence: Confidence in profitable growth over the next five years decreased (34% extremely confident vs. 41% previously).
Regional Differences: Japan saw the largest drop in confidence (10% vs. 32%), while China experienced a slight increase.
Supply Chain Concerns: 45% of executives (outside China) are very/extremely concerned about critical battery components. China shows less concern due to state-controlled supply.
Commodity Price Volatility: Concerns eased from 58% to 47% but remain high. Strategies include hedging and re-shoring.

Market Realism: EV penetration estimates for 2030 narrowed (e.g., Western Europe: 30% vs. 24% previously).
Tesla Dominance: Expected to lead in 2030 globally; hybrids rising as an alternative.
Cost Parity: 87% of Chinese executives expect parity by 2030 (vs. 70% previously). Challenges persist elsewhere.
Infrastructure: Charging infrastructure gaps noted; consumer demand for quick charging.

Hybrid Investments: Growing as a hedge against pure BEV risks; hybrid investment jumped from fourth to second place.
Tech Partnerships: Tech giants (Apple, Google) are seen as key players; partnerships are critical for innovation.

Customer Experience: Seamless experience ranked second in importance; brand image declined in significance.
Subscription Models: Less confident about consumer willingness to pay for subscriptions.
Digitalization: OEMs expected to dominate software-defined vehicle revenue, but tech companies are embedded in automotive software.

AI Preparedness: Confidence in implementing advanced technologies dropped (12% extremely prepared vs. 22% previously).
AI Importance: AI skills are deemed most critical for the future; advanced computing leads R&D priorities.

Strategic Shift: Supply strategies moving to "just in case" for resilience.
New Revenue Streams: Opportunities in self-driving tech, cybersecurity, and insurance; competition intense.

Hedge Strategies: Balance investments across various powertrains and technologies.
Embrace AI: Develop comprehensive AI strategies to drive innovation.
Collaborate: Partner with tech firms for expertise and market expansion.
Global Strategy: Address regional disparities in EV adoption and supply chain resilience.

展开完整摘要